Columbia Intrinsic Value Fund

Columbia Funds Series Trust II · 5 share classes

Actively managed U.S. equity fund
One fund, 5 share classes:INDZXADECXRSEDXCDVZXCDEYX
$3.46B NAV
58 positions · as of 2026-05-31 · filed 2026-07-29

Fund classification

Classified from what the fund holds · as of 2026 Q2

Columbia Intrinsic Value Fund is an actively managed U.S. equity fund. 6% of INDZX’s stock holdings are in companies whose revenue grew in the top quartile of U.S. companies over the last five fiscal years (covering 94% of the fund’s equity).

Asset class
Equity
Region
United States
Management
Actively managed
Fund type
Open-end fund

Fund profile

As filed in the prospectus · 2025 Q3

Columbia Intrinsic Value Fund (the Fund) seeks to provide shareholders with a high level of current income and,

Strategy · summarised

The fund invests primarily in dividend-paying common and preferred stocks of large-capitalization value companies, typically those in the Russell 1000 Value Index range, using fundamental analysis to identify opportunities. The fund may allocate up to 25% of assets to foreign investments and may emphasize particular sectors, including financials. Because the fund's returns depend on the manager's security selection decisions, performance may diverge from the value universe.

Expenses
0.65% 1.72%across 5 share classes
Share classExpense ratio
INDZX0.97%
ADECX1.72%
RSEDX0.70%
CDVZX0.72%
CDEYX0.65%

Portfolio turnover 27.00% · as of 2025 Q3

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

99.96%
of net assets
Stocks97.32%
Cash & short-term2.64%

Sector allocation

The same holdings as Allocation above, grouped by market sector instead of asset type · as of 2026 Q2

100%
of net assets
Information Technology18.3%
Financials17.4%
Health Care12.6%
Industrials11.8%
9 smaller39.9%

Government, Securitized and Cash are non-corporate buckets; International is foreign holdings we don’t sector-classify, and Other is the residual (held funds, unresolved names).

Portfolio growth profile

How much of the fund’s stock holdings are in fast-growing companies · as of 2026 Q2

Revenue growth
6%of stock holdings in top-quartile growers
covering 94% of the fund’s equity
Earnings growth
15%of stock holdings in top-quartile growers
covering 86% of the fund’s equity

Share of the fund’s equity (by value) in companies whose trailing five-year revenue — or net-income — growth ranks in the top 25% of U.S. public companies. Foreign and newly-listed holdings are excluded, so the figure covers only part of the book. From SEC filings — not investment advice. How we measure this.

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 9 new21 exited

Largest new: MU, LUV, VZ, LOW, Norwegian Cruise Line Holdings Ltd, GPN, AMT, Barrick Mining Corp

Largest exited: Linde PLC, KO, TMO, PH, DIS, FDX, PNC, NKE

Return profile

Chart:

Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026

Share class1-year3-year5-yearVolWorst fall
+33.08%+64.10%+67.91%10.67%-8.21%
+32.07%+60.42%+61.64%10.58%-8.41%
+33.41%+65.47%+70.27%10.61%-8.15%
+33.33%+65.31%+70.03%10.61%-8.10%
+33.50%+65.73%+70.73%10.59%-8.08%
Cumulative return· Jun 2023 – Apr 2026

May 2026 has been filed since the trailing figures were struck, so it is not in the table above or the curve — every figure here shares one cut-off, which is what makes them comparable with other funds.

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
Micron Technology IncMU3.59%$124.22M
Alphabet IncGOOGL3.02%$104.31M
Salesforce IncCRM2.96%$102.25M
Centene CorpCNC2.93%$101.39M
Broadcom IncAVGO2.93%$101.17M
Southwest Airlines CoLUV2.89%$100.01M
JPMorgan Chase & CoJPM2.88%$99.40M
COLUMBIA SHORT TERM CASH FUND2.64%$91.30M
The Boeing CoBA2.52%$87.02M
Lam Research CorpLRCX2.37%$82.09M
Showing 10 of 58Sign in to see more

Reported price is the fund's own reported value divided by its own reported shares at 2026-05-31 — not a live quote, and not what the fund paid.

Top 10 positions are 28.72% of net assets, top 25 59.36%, across 58 issuers.

See more of this fund's book

More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.

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